See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,181 | $106,515-41.6% | $96,683-35.7% | $139,434-55.4% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | -6.83% | 38.43%-45.3pp | 35.69%-42.5pp | 372.94%-379.8pp |
| Employer contribution / active EE | $471 | $4,103-88.5% | $3,737-87.4% | $4,751-90.1% |
| Participant deferral / active EE | $2,239 | $5,454-58.9% | $4,878-54.1% | $6,710-66.6% |
| Admin fee / account holder | $30,702 | $7,877+289.8% | $6,730+356.2% | $11,403+169.3% |